Client died. Son is personal representative (no executor named). How/where, specifically, do i input his info so it shows on the return, and he can sign for e-file, etc?
If there's a refund, the 1310 would ask for his information, if no refund, his name doesnt go anywhere that Im aware of.
So would I have him sign his name, then "personal representative" on 8879 to efile?
yes
If there is a court appointment, "personal representative" in some states is just another (modern) way of saying "executor." If the son is acting without a court appointment, IRS instructions ask that the person signing be identified as "personal representative."
You have clicked a link to a site outside of the Intuit Accountants Community. By clicking "Continue", you will leave the community and be taken to that site instead.